How much did HAROLD J MIOSSI CHARITABLE TRUST grant in FY2024?

A cause breakdown isn’t shown here: 55% of HAROLD J MIOSSI CHARITABLE TRUST’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2018

student

2019

scholarshipsgardencapitalchildren

2020

children

2021

educationchildren

2022

creekbioassessmenttherapychildren

2023

outreachcreekcapitalbioassessmenttherapychildren

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2024 · 20 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

Under $10k4 grants · $19k
$10k–50k9 grants · $165k
$50k–250k4 grants · $410k
$250k+3 grants · $1.2M

$25,000

Median grant

States reached

$7.6M

Total assets

Largest grants

SLO REPERTORY THEATRE$503,000
SAN LUIS COASTAL EDUCATION$415,000
CENTRAL COAST SALMON ENHANCEMENT$258,442
CIVIC BALLET OF SAN LUIS OBISPO$155,000
FOOD BANK COALITION OF SLO$100,000
THE MONDAY CLUB HOUSE$100,000
SLO MUSEUM OF ARTS$55,000
COMMUNITY COUNSELING CENTER OF SLO$30,000
ONE COOL EARTH$25,000
CASA$25,000
BIG BROTHERS BIG SISTERS$20,000
THE BAY FOUNDATION OF MORRO BAY$17,308
FRENCH MEDICAL CENTER FOUNDATION$15,412
CARE 4 PAWS$12,000
SLO SYMPHONY$10,000

02The need

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY23–23, $20k) land where the poverty rate runs at 12% — the area typically sits at 9%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your edge

repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

76%of every dollar goes to organizations you’ve funded before.

$11M · 35 repeat orgs$3.3M to everyone else

35 repeat relationships — 15 still active in FY2024, 20 since wound down; 5 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$11M

$2.8M

Median revenue growth · since first grant

+55%

+86%

Still filing today

31%

34%

New vs renewed · share of each year

In FY2024, 67% of grant dollars renewed an existing relationship; $577k went to new ones.

RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

Arts & CultureEnvironmentEducationAnimalsHuman ServicesCommunity ImprovementOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

CC
CENTRAL COAST SALMON ENHANCEMENT
6× · 2019–2024 · $1.4M · revenue +595% · 76% of their budget
CB
CIVIC BALLET OF SAN LUIS OBISPO
3× · 2021–2024 · $350k · revenue +13% · 27% of their budget
TB
THE BAY FOUNDATION OF MORRO BAY
5× · 2020–2024 · $138k · revenue +98%

Funded once

SC
SLO COASTAL EDUCATION FOUNDATION
one grant, 2020 · $1.0M
TL
THE LAND CONSERVANCY OF SLO COUNTY
one grant, 2019 · $640k
FO
FRIENDS OF SLO BOTANICAL GARDEN
one grant, 2021 · $147k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

The Land Conservancy of San Luis Obispo

|to conserve and care for wildlands, farms, and ranches, and connect people to the land.

Environment

Point Lobos Foundation

Reserve stewardship, including natural and cultural resource protection and public use area improvements; interpretive education to foster visitor appreciation of point lobos state natural reserve; train and support a docent corps of ~ 200…

—

Friends of Santa Cruz State Parks

Friends of santa cruz state parks is a vital partner to california state parks, creatively working to ensure parks and beaches throughout santa cruz county and coastal san mateo county are thriving and available to all.

—

Cuenca Los Ojos

Cuenca los ojos works to preserve and restore the biodiversity of the us/mexican borderlands through land protection, habitat restoration and wildlife reintroduction.

Environment

Cabrillo National Monument Foundation

The Foundation is a Cooperating Association of the National Park Service organized to support the interpretive, educational and scientific programs offered to visitors of the Cabrillo National Monument.

Arts & Culture

California State Parks Foundation

To improve and maintain california's state parks.

Recreation & Sports

Coastwalk

To ensure the right of the public to access and respectfully enjoy the California Coast. To work for the completion of the California Coastal Trail and to educate the public about the coast and ocean resources.

—

California Coastkeeper

California Coastkeeper Alliance coordinates, supports & enhances the work of the local California Waterkeeper programs to provide a statewide voice for safeguarding California's waters, and its world renowned coast & ocean, for the benefit…

Environment

California State University

To promote the scientific, literary, educational, and charitable purposes of csula.

Education

California Surf Museum

The California Surf Museum serves as an international repository and resource center on the lifestyle sport of surfing through capturing,preserving and chronicling its art, culture and heritage for the education and enjoyment of current…

Arts & Culture

Coastal Watershed Council

CWC is pursuing its mission of protecting and preserving coastal watersheds through a strategic focus on the lower San Lorenzo River, transforming the river into a treasured community asset and destination that Santa Cruz is proud of.

Environment

San Luis Obispo Repertory Theatre

Slo rep strengthen theatre's cultural influence and enriches the central coast by producing professional theatre, nurturing artists and providing theatre education for children and adults.

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is Los Padres Forestwatch Inc and the most unlike its peers is California Polytechnic State University. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

05the grantee network

24 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

24/24

Grantees still filing

17/24

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$7,796,756Education$2,789,176Arts & Culture$1,632,768Animals$1,464,766Environment$202,381Community Improvement$135,000Human Services$70,000

Each org by its size and your share of it — top-left is where you’re load-bearing

Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

The Community Foundation San Luis ObispoCA37.4× affinity15 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Community Foundation San Luis Obispo · The Niner Foundation Inc · The Shanbrom Family Foundation · The Clements Family Charitable Trust · National Philanthropic Trust · Donor Advised Charitable Giving Inc · Paypal Charitable Giving Fund · Network for Good · The Bank of America Charitable Foundation Inc · Fidelity Investments Charitable Gift Fund · American Online Giving Foundation Inc · Amazonsmile Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organisation HAROLD J MIOSSI CHARITABLE TRUST funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2025

’20’21’22’23’24’25

no gov moneyreceives it· size = income

0get no government money at all

0rely on government for over half their income

typical government reliance, FY20–25

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: CENTRAL COAST SALMON ENHANCEMENT.

Agentic due diligence · confidence × risk

Financial management

medium risk

~4 months of operating runway; revenue grew over 8 filed years.

Track record & reputation

low risk

8 years of Form 990 filings, still active; revenue up 7.0× since.

Legal standing

low risk

US 501(c)(3); EIN 770079896 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on CENTRAL COAST SALMON ENHANCEMENT, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

WatchFinancial stability— Roughly 4 months of cash on hand.
On trackSustained operations— Filing through 2024; revenue grew over the period.
WatchReliance on your funding— Your grants peaked at 76% of their budget — load-bearing; a dependency Plinth would track.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to Harold J Miossi Charitable Trust?

Find your warmest path to Harold J Miossi Charitable Trust through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

HAROLD J MIOSSI CHARITABLE TRUST

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

24 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Harold J Miossi Charitable Trust?

More from the funding graph

HAROLD J MIOSSI CHARITABLE TRUST

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

24 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Harold J Miossi Charitable Trust?

More from the funding graph